An area of strength for the firm is that they've driven strong long-term performance. The average five-year Morningstar Rating is 3.8 stars, indicating competitive risk-adjusted performance across its open-end and exchange-traded fund lineup. A sign of strength at Leader Capital is its longest-tenured management, which boasts 16 years of average tenure at the firm. This wealth of experience builds confidence that the group can navigate a variety of market environments adeptly. Fees on open-end and exchange-traded funds are a weakness of the firm, contributing negatively to the rating. On average, expenses on its funds are within the most expensive quintile compared with category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock over time to alternate asset managers to get a better deal.
Yield Leader Pioneer’s Production Below Guidance Midpoint
Margins are surprisingly strong.